Susette Gustini
Sargent Investment Group · Bethesda, Maryland
Susette Gustini is a fee-only financial advisor at Sargent Investment Group in Bethesda, Maryland. Susette charges a percentage of assets.
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Facts
| Firm | Sargent Investment Group |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model | Percentage of assets |
| Assets under management | $1.48B across 1,381 accounts |
| SEC registration | Investment adviser representative in MD · CRD 857189 |
| Exams passed | Series 63 (1983) · Series 65 (1992) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.sargentinvestmentgroup.com |
How Susette's firm compares
- Sargent Investment Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,381 accounts).
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Questions about Susette
Is Susette Gustini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susette holds no broker registration, and Sargent Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susette charge for financial advice?
Susette charges a percentage of assets.
Where is Susette Gustini based?
Susette Gustini is based in Bethesda, Maryland.
Is Susette Gustini registered with the SEC?
Yes. Susette Gustini is registered as an investment adviser representative in MD (CRD 857189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sargent Investment Group manage?
Sargent Investment Group reports $1.48B across 1,381 accounts in assets under management.
How do I contact Susette Gustini?
Through Susette's website, www.sargentinvestmentgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sargent Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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